SSA
Sierra Summit Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
112,642
+1,333
| +1% | +$273K | 4.11% | 2 |
|
|
2025
Q1 | $24.7M | Buy |
111,309
+2,694
| +2% | +$598K | 5.36% | 1 |
|
|
2024
Q4 | $27.2M | Sell |
108,615
-5,205
| -5% | -$1.3M | 5.46% | 2 |
|
|
2024
Q3 | $26.5M | Buy |
113,820
+6,448
| +6% | +$1.5M | 6.1% | 1 |
|
|
2024
Q2 | $22.6M | Sell |
107,372
-13,272
| -11% | -$2.8M | 5.61% | 2 |
|
|
2024
Q1 | $20.7M | Sell |
120,644
-25
| -0% | -$4.29K | 5.63% | 1 |
|
|
2023
Q4 | $23.2M | Buy |
+120,669
| New | +$23.2M | 6.78% | 1 |
|